# JDG Wealth Management Group, LLC

> JDG Wealth Management Group, LLC is a state-registered investment advisory firm in Arlington, TX, registered since 2015, with no regulatory assets under management reported in its Form ADV filing dated September 30, 2025.

- CRD: 154915
- Filed as: JDG WEALTH MANAGEMENT GROUP, LLC
- Legal name: Jamie D. Grant Wealth Management Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Arlington, TX
- Filing period: October 2026
- Form ADV filing dated: September 30, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154915
- AdvisorCensus page: https://advisorcensus.com/firm/jdg-wealth-management-group-llc-arlington-tx-154915

## Quick answers

**How is JDG Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JDG Wealth Management Group, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JDG Wealth Management Group, LLC located?**
JDG Wealth Management Group, LLC's principal office is in Arlington, TX, according to its Form ADV.

**Is JDG Wealth Management Group, LLC registered with the SEC or a state?**
JDG Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 154915.

**Does JDG Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154915

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- grantwealthgroup.com
- Facebook @JDGWMG
- LinkedIn @jamiedgrant

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JDG Wealth Management Group, LLC (CRD 154915): Form ADV filing data as of October 2026.